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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Are we approaching a bear market? Tim Shufelt, in Sunday's Globe and Mail, Quoted Denis Mark of the National Bank, and others, who pointed out that while the indexes might not have fallen off, that is largely because of the movement of money into large cap stocks. The 'average' stock, he said, was down 10-12%-27% on S&P-TSX-NSQ from its highs, depending on the index. He called it a stealth correction, and said it would soon spread to large caps too. Any advise? The TSX has fallen 8 of the last 10 sessions now.
Read Answer Asked by John on May 21, 2014
Q: It's my understanding that the yields on Greek, Spanish and Irish debt are currently trading at very thin spreads to US teasuries. My instinct is that this represents an overall high level of risk complanency in the markets in general and that we are likely due for some weakness ahead as things normalize. I'd love to hear your thoughts on this.

Thanks,
Read Answer Asked by Scott on May 16, 2014
Q: Hi:
In iffy markets like this , I usually grab some profit and duck for cover ... even when I react OK I never get back in the market soon enough ...
This time I am taking the daily blows and am staying put ...
Are there stocks I should be looking at as best buying opportunities or sectors to which I should focus ???
Your site has helped me immensely . Thankyou .
Read Answer Asked by Thomas on May 07, 2014
Q: Tech stock have really fallen off a cliff. Is there still a bull market for them left?
Read Answer Asked by Eugene on May 01, 2014
Q: Does it make any sense to buy 5 year GIC's as part of a balanced portfolio given that interests rates are at all time lows and rates are forecast to rise over this time frame? Thanks. Michael
Read Answer Asked by Michael on April 30, 2014
Q: There has been a lot of chatter lately about the move to value over growth in stock selection. I am afraid that I don't feel this urge but as I've known myself to be regularly late to the best parties I could use some help ion reasoning this out. Where do stand on the idea and if in the growth camp could you outline the value camp reasoning?

TIA
Read Answer Asked by Gerald on April 28, 2014
Q: Do you think the bulk of the correction in the general market is over or does it still seem to have more downside to do?

Thanks
Read Answer Asked by Behrouz on April 14, 2014
Q: I have invested in both canadian and u.s.a stocks,my question is,there is a lot of chatter about the demise of the u.s.a currency,should i sell my u.s.a stocks and stay in canada as well as buy more gold and silver. the u.s.a debt is unsustainable and the dollar will be devalued, how about other countries that are safe to invest in. greatly value your oppinion. thanku
Read Answer Asked by dale on April 04, 2014
Q: Good Morning Peter and Co.
Can you expand on your response to what you think the economic and market conditions for 2014 will be like? What sectors or industries do you see as outperforming the market if any?
Thank you for your advice and information.
Read Answer Asked by Colin on April 02, 2014
Q: In your answer to Michael's question on DSG you wrote -It is hard to pre-guess a momentum shift. Many biotechs and techs have been hit hard the past few weeks. Descartes earnings have been solid, and it is not nearly as expensive as some other names caught up in the rotation.

Are you referring to a rotation into cash and fixed income, or a rotation among equity sectors? If the latter, what sectors are attracting the investments?

Thank you.
Read Answer Asked by Curtis on March 28, 2014
Q: Hi 5i Team;

I cannot resist asking you this question, even though it may be controversial to request a comment on another expert's opinion.

Brian Acker, a regular participant on the BNN Market Call shows, has commented on a speech made by Bank of Canada governor Stephen S. Poloz. The speech was made to the Halifax Chamber of Commerce, and reasons a dim future for the Canadian economy.

My strategy to date, has not included US investments.

With the fall of the CDN $ have I missed the boat for US investments, considering the speech by Governor Poloz?

Your opinion on the described future is greatly appreciated.

Please publish at your discretion.
Read Answer Asked by Conrad L on March 27, 2014
Q: Good afternoon....based on the recent comments by Bank of Canada -Poloz "low growth, low rates" what impact do you project for interest sensitive stocks (REITS, Pipelines/utilities, dividends stocks for income)...Thanks

Read Answer Asked by Matthew on March 19, 2014
Q: Hi Peter and Team,

In previous answers to questions you've said that 1) earnings, 2) interest rates, and 3) flows of capital (e.g., from bonds to stocks) tend to be the main drivers of market activity.

What is your take please on these drivers so far this year in Canada? Are any trends emerging?

Many thanks.

Michael
Read Answer Asked by Michael on March 17, 2014
Q: Do you anticipate a substantial pullback in the market in the next while?
How would you recommend to prepare for the possibility and
Would things would you recommend to do if it should come more suddenly than rxpected?

Thanks
Read Answer Asked by lyle on March 17, 2014
Q: I was wondering what you thought of Prem Watsa's statement about a 'monstrous' real estate bubble set to burst in China. If it does, would there be a major impact on CDN markets? And if it would, which sectors would be hit worst or least?
Read Answer Asked by John on March 13, 2014
Q: To your list of Quebec companies like FSZ possibly impacted by a PQ win you could add BCE, IAG, ATD, PJC, POW, NA, CNR, MRU, BBD and more. I don't think the separatism issue is on the media's radar in a big way yet, but if polls next week indicate a jump in support due to the star candidate's arrival, this could change fast with the feds being mute so far. My memory doesn't go back to the referendum of 20 years ago but I wonder if it wouldn't be the banks and financials hurt most as both sides have a tug of war going on the C$ as a central theme presently, and money runs scared first, asks questions later.

Would you agree or which sector is most vulnerable? Thanks, J.
Read Answer Asked by Jeff on March 13, 2014
Q: Hi - In the event that the PQ wins a majority in the Quebec election and starts another referendum process, what sectors / companies in Canada (especially amongst the companies you follow) do you think would benefit the most or be hurt the worst?
Read Answer Asked by David on March 11, 2014
Q: Do you think we are at a turning point for the newspaper industries. Online advertising is growing. And if you look at app like lapresse +. It seem like those are gonna be great plaform for advertising revenu going forward. The market seem to think the sector it's dead. To me it looked like it might have found a way to rejuvinate itself. Am i wrong?
Read Answer Asked by yanick on March 08, 2014
Q: Hello team, today I sold Mastercard and some other USA based stocks - with my concerns over the Ukraine issue. My feeling is that while the Canadian portion of my portfolio will be affected, it is the USA stocks that are the most exposed to a large drop. I read your respons to Michael about the Ukraine but am wondering about your position of USA vs Canada risk percentage.

Many thanks.

Dave
Read Answer Asked by David on March 03, 2014
Q: Will the situation in Ukrain affect the market, and how much?
Read Answer Asked by michael on March 03, 2014
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